Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$711K Buy
2,412
+155
+7% +$45.7K 0.27% 56
2025
Q1
$561K Sell
2,257
-3
-0.1% -$746 0.24% 60
2024
Q4
$497K Buy
+2,260
New +$497K 0.29% 47